Top 50 Courage Miller Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.56% | 1.74M | $44.5M | -0.56%(-9.86K) | $8.89(+228.24%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.67% | 1.24M | $30.7M | -0.69%(-8.64K) | $15.72(+73.75%) | 2026-03-31 | |
| ISTB | ISHARES TR | 7.8% | 569.9K | $27.6M | +3.23%(+17.83K) | $49.77(-3.05%) | 2026-03-31 | |
| IGSB | ISHARES TR | 6.64% | 447.3K | $23.5M | +2.62%(+11.43K) | $52.45(-0.13%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 5.62% | 820.0K | $19.9M | +3.21%(+25.47K) | $24.97(-3.27%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.26% | 252.9K | $18.6M | +1.43%(+3.56K) | $72.16(+1.42%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.07% | 469.4K | $14.4M | -1.85%(-8.86K) | $15.74(+101.68%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.02% | 460.1K | $14.2M | +0.25%(+1.13K) | $18.21(+89.33%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.31% | 61.2K | $11.7M | +2.69%(+1.60K) | $151.52(+33.92%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 3.17% | 522.1K | $11.2M | +0.04%(+190) | $18.85(+24.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.46% | +27.57% |
| Top 20 Holdings Unweighted | +8.81% | +28.83% |
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